Amy has more than ten years of experience in the investment industry. She assists high-net-worth families, trustees and companies with their investment management and wealth planning needs. She coordinates investment management with tax, retirement, education and estate planning.
Amy is involved in various charitable organizations, including the American Cancer Society’s Cattle Baron’s Ball. She also currently sits on the board of directors for New Covenant Academy in Springfield, Missouri.
She holds the Accredited Asset Management SpecialistSM (AAMS®) professional designation from the College for Financial Planning, Greenwood Village, Colorado, and is currently pursuing her Certified Financial PlannerTM professional designation.
Amy is a graduate of Missouri State University, Springfield, with a B.A. degree.